Derek Levy
Executive Director, Senior Portfolio Management Director, Financial Advisor at Morgan Stanley
Based in New York, United States
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Seniority
Director
Department
General Business & Management
Location
New York
Industry
Financial Services
Company size
100K
Contact information
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d•••••••@morganstanley.com
Phone
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Background
About Derek Levy
During his nearly 30 years in the financial services industry, Derek Levy has always focused on helping boost the confidence of wealthy individuals and families, such as the clients of Evergreen Lane Wealth Management Group at Morgan Stanley, as they progress from milestone to milestone. A founding partner of the Group, and a holder of the prestigious Chartered Financial Analyst® designation, Derek brings our team the knowledge and experience to conduct extensive research on individual companies and third-party investment managers for potential inclusion in our clients’ portfolios. After graduating from Washington University St. Louis with a BS in Business Administration, Derek joined Bear Stearns where he spent six years supporting the firm’s Fixed Income Derivatives trading desks in New York, London and Dublin. He joined Morgan Stanley in 2001, focusing on asset management, liability and risk management and estate planning strategies. Derek is a board member of the Jewish Home Foundation of North Jersey and is an active member of Temple Emanuel in Woodcliff Lake, NJ. An avid solver of crossword puzzles, he loves international travel, having visited more than 20 countries. NMLS#: 1253110
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